Relationship Manager

A7 Recruitment Company; Cabanatuan; On-site; PHP 600,000 - 1,000,000; Full time

Job summary

A7 Recruitment Company is seeking a Wealth Management Advisor to support high-net-worth clients with tailored investment strategies and ongoing guidance.

You will profile clients, understand markets, and recommend suitable solutions while building lasting relationships through proactive service and collaboration with internal teams.

Qualifications

• Bachelor's degree in finance, economics, business, or related field.
• Understanding of financial markets, investment products, and wealth management principles.
• Experience in relationship management focused on investments and business development.
• Ability to develop innovative financial solutions and manage multiple projects.

Responsibilities

• Profile and assess clients' background, motivations and financial objectives to tailor wealth solutions.
• Stay updated on markets, products, and regulatory changes to advise clients.
• Provide ongoing financial guidance and build long-term client relationships.
• Collaborate with internal teams to offer comprehensive financial solutions.
• Maintain professionalism and integrity in all client interactions.
• Communicate clearly and engage in productive conversations with clients.

Skills

Wealth management

Relationship management

Client communication

Analytical thinking

Teamwork

Education

Bachelor's Degree in finance, economics, business administration, or related field

Job description

Responsibilities

1. Business and Client Management
   • Understand client preference by profiling, probing and assessing clients' background, motivations, investment needs, financial objectives, financial situation to proactively provide wealth management solutions.
   • Understand financial markets, investment products, and wealth management principles
   • Recommend suitable investment products and solutions.
   • Stay updated with market trends, economic developments, and regulatory changes to provide accurate and timely advice to clients
2. Customer Experience
   • Meet and exceed customer expectations, providing excellent service and creating favorable connections that results in building long-term relationships with the organization. Provide clients with ongoing financial advice and guidance, address their queries or concerns and proactively recommend wealth management solutions
3. Customer Relationship Management
   • Manage and optimize interactions with customers to enhance satisfaction, loyalty and business performance.
4. Developing Strong Partnerships
   • Collaborate with internal teams to offer comprehensive financial solutions to clients
   • Establish and maintain network of associations and organizations that can help advance the achievement of business goals
   • Help the company meet its financial objectives through personalized financial planning
5. Professionalism, Personal Credibility and Integrity
   • Exemplifies integrity, ethical conduct, and adherence to regulatory guidelines and industry best practices
6. Teamwork and Collaboration
   • Ability to work in teams and collaborate to achieve shared business goals. Able to promote mutual trust and respect within the team.
7. Effective Communication
   • Ability to communicate with clarity and purpose, explain information accurately and concisely
   • Ability to engage in productive and meaningful conversations with clients and colleagues
8. Change Management
   • Able to deal positively with change, being agile and resilient in addressing an ever-changing environment.

Minimum Qualifications

1. Bachelor's Degree holder or graduate of a four-year or five-year course (A degree in finance, economics, business administration, or a related field in mathematics)
2. Understanding of financial markets, investment products, and wealth management principles
3. Relevant work experience in relationship management focused on investments and business development. Experience in serving high-net-worth individuals and understanding their unique wealth management needs, is preferred.
4. Ability to develop innovative financial solutions and effectively manage multiple projects simultaneously
5. Excellent interpersonal skills and the ability to build trust and rapport with clients
6. Strong analytical and problem-solving abilities with quick decision-making and a results-oriented mindset